See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,064 | $95,193-84.2% | $76,523-80.3% | $135,375-88.9% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | -11.54% | 4.85%-16.4pp | -0.27%-11.3pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,644 | $3,302-19.9% | $2,647-0.1% | $4,779-44.7% |
| Participant deferral / active EE | $5,303 | $4,639+14.3% | $3,835+38.3% | $5,609-5.4% |
| Admin fee / account holder | $2,651 | $6,249-57.6% | $4,848-45.3% | $10,827-75.5% |